
| ASSET | DATE | % RETURN |
|---|---|---|
Modine Manufacturing (MOD) | 1/12/2026 - 2/11/2026 | 78.86% |
Lumentum (LITE) | 1/12/2026 - 2/11/2026 | 64.86% |
Corning (GLW) | 1/12/2026 - 2/11/2026 | 51.06% |
Regal Beloit (RRX) | 1/12/2026 - 2/11/2026 | 47.81% |
Sandisk (SNDK) | 1/12/2026 - 2/11/2026 | 44.84% |
SK Telecom Co Ltd ADR (SKM) | 1/12/2026 - 2/11/2026 | 42.81% |
Teradyne (TER) | 1/12/2026 - 2/11/2026 | 39.9% |
XPO Logistics (XPO) | 1/12/2026 - 2/11/2026 | 39.15% |
MKS Instruments (MKSI) | 1/12/2026 - 2/11/2026 | 37.69% |
Sterling Construction (STRL) | 1/12/2026 - 2/11/2026 | 36.88% |
Western Digital (WDC) | 1/12/2026 - 2/11/2026 | 35.69% |
ArcelorMittal SA ADR (MT) | 1/12/2026 - 2/11/2026 | 33.72% |
MACOM Technology Solutions (MTSI) | 1/12/2026 - 2/11/2026 | 33.14% |
Seagate Technology (STX) | 1/12/2026 - 2/11/2026 | 32.38% |
Woori Financial (WF) | 1/12/2026 - 2/11/2026 | 31.82% |
Ciena (CIEN) | 1/12/2026 - 2/11/2026 | 31.24% |
Millicom International Cellular (TIGO) | 1/12/2026 - 2/11/2026 | 31.04% |
Coherent (COHR) | 1/12/2026 - 2/11/2026 | 30.87% |
Entegris (ENTG) | 1/12/2026 - 2/11/2026 | 30.2% |
Nextracker Inc Class A Common Stock (NXT) | 1/12/2026 - 2/11/2026 | 29.18% |
Ubiquiti Networks (UI) | 1/12/2026 - 2/11/2026 | 29.06% |
Texas Pacific Land Trust (TPL) | 1/12/2026 - 2/11/2026 | 28.72% |
Cenovus Energy (CVE) | 1/12/2026 - 2/11/2026 | 28.68% |
Petroleo Brasileiro Petrobras SA ADR (PBR) | 1/12/2026 - 2/11/2026 | 28.61% |
GE Vernova LLC (GEV) | 1/12/2026 - 2/11/2026 | 27.57% |